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CUSTOMER SUPPORT SERVICES
There are settings and configurations located on the Taulia platform that affect the behavior of the platform for your suppliers. If you want to make changes to those settings, you should contact Taulia Technical Services describing the changes. Some changes can be completed quickly while others may require additional requirements gathering, testing, and can incur an implementation fee.
Please notify Taulia Technical Services a minimum of (5) business days before you intend to perform the SAP system refresh. Please provide the SAP system ID to be refreshed and (if applicable) the XMLRPC user ID configured in the POD.
Please check your ERP system to ensure that a duplicate document does not exist. If you do not find a duplicate document, please contact Taulia Technical Services for assistance.
We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.
If your supplier has selected a new Admin for their account, they can send an invitation in the User Manager to the new admin. If the supplier did not appoint a secondary admin, please advise the supplier to contact Taulia Technical Services to assign a new admin. Note, Technical Services will require the new admin to authenticate themselves prior to being added to the account.
There are a couple scenarios which can cause your supplier to not receive their invitation, whether it is a delay in the email being received or even an issue with the email address. Please log into the Supplier Center in the Taulia Buyer UI and search for suppliers with Needs Attention in the Status filter. Here you can drill down to additional error types for resolution.
Taulia is unable to “un-invite” a supplier but there are self service options you may consider. You may log into the Supplier Center in the Taulia Buyer UI and edit the invited emails to invalid dummy emails to further prevent enrollment. If there are a large number of suppliers, you may correct this action in SAP by adding the suppliers to the Taulia blocklist.
There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.
Log into the Supplier Center in the Taulia Buyer UI. Select Enrolled in the Status filter and search to see the list. If you do not have access to this feature, contact your Taulia administrator.
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SAP offers various options to allow you to transfer the text of the invoice to the text of the associated payment document. The standard field used for this is the header text field (BSEG-SGTXT) and a common practice is to identify relevant text for the payment document by placing an asterisk (*) at the beginning of the text.
Taulia offers similar options to enable the transfer of texts from paid invoices to your suppliers’ payment documents so they may see the comments on their Taulia account. A Taulia SAP Add-On configuration setting allows you to define if/how texts are transferred with payments from SAP.
Please find below instructions to check for info or steps to fix an issue
Send invoice text by doing the following:
1 - In SAP, enter transaction code /n/TAULIA/CT_CPTXT. If you are not able to access this transaction code, contact someone from your SAP technical team.
2 - The setting for Payment Text Handling will be one of the below:
3 - If No SGTXT extracted is set, contact someone from your SAP team to adjust the setting. This setting can only be adjusted in your SAP development system and transported through your system landscape.
4 - If Only SGTXT with * is selected, the invoice texts which begin with an ‘*’ (asterisk) will automatically be displayed to your suppliers in their Taulia account. This feature gives you the flexibility to control which information you convey to your suppliers. The text will appear in the Taulia Platform as a comment next to the relevant invoice in the payment details screen:
5 - If Always is selected, all invoice texts will automatically be displayed to your suppliers in their Taulia account. The text will appear in your suppliers’ Taulia account as a comment next to the relevant invoice in the payment details screen.
I have adjusted my configuration to send the invoice text. How can I add comments for my historical payments?
You will need to execute a retransfer of historical information to allow your suppliers to see comments on their historical payments. Follow the instructions here <Link to Taulia Mass Re-Transfer article> to execute a mass retransfer of supplier payment documents.
Steps to create an announcement that all suppliers or a list of suppliers can see when they log into their Taulia account.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.
This article explains the standard way credit notes are handled on the Taulia platform for buyers set on the standard credit note blocking solution.
Describes the process to keep the Taulia Platform in sync with non-production environments of SAP (Development or Quality).
Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.
Vanessa, Technical Services Manager